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JPMorgan US Value Factor ETF
JVAL

Overview Fund Activity

76 hedge funds and large institutions have $259M invested in JPMorgan US Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 14 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
26
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$6.6M
2
GCM
2
Gallacher Capital Management
Colorado
$1.46M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.42M
4
BWM
4
Baystate Wealth Management
Massachusetts
$2.18M
5
MFG
5
Mainsail Financial Group
Washington
$976K

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$1.15M
2
SPC
2
Sigma Planning Corp
Michigan
$5.36M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.64M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$24.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
1
Brinker Capital Investments
Pennsylvania
$52.4M 1,580,324 -78,184 -5%
CCA
2
Cobblestone Capital Advisors
New York
$34.2M 1,032,473 +5,028 +0.5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$24.5M 739,603 -130,277 -15%
LPL Financial
4
LPL Financial
California
$19.7M 593,053 -22,358 -4%
Cerity Partners
5
Cerity Partners
New York
$17.6M 531,345 +15,764 +3%
CAL
6
Capital Analysts LLC
Pennsylvania
$15.4M 463,806 +1,366 +0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.62M 199,696 +14,296 +8%
Bank of America
8
Bank of America
North Carolina
$6.6M 199,228 +59,831 +43%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$5.83M 175,458 +6,228 +4%
PS
10
Planned Solutions
California
$5.76M 173,869 +11,341 +7%
IWC
11
Integrated Wealth Concepts
Massachusetts
$5.59M 168,705 +3,687 +2%
SPC
12
Sigma Planning Corp
Michigan
$5.36M 161,753 -271,601 -63%
KCM
13
Kathmere Capital Management
Pennsylvania
$4.87M 146,968 +4,316 +3%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.86M 146,502 -1,036 -0.7%
Morgan Stanley
15
Morgan Stanley
New York
$4.64M 140,014 -161,351 -54%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.42M 133,367 +31,533 +31%
JIP
17
Jaffetilchin Investment Partners
Florida
$4.13M 124,549 -61,920 -33%
HIP
18
HUB Investment Partners
Texas
$2.9M 87,547 +4,893 +6%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$2.28M 68,900 -13,100 -16%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.21M 66,652 +26,596 +66%
BWM
21
Baystate Wealth Management
Massachusetts
$2.18M 65,763 +30,910 +89%
OPS
22
Orion Portfolio Solutions
Nebraska
$1.98M 59,655 +5,588 +10%
GCM
23
Gallacher Capital Management
Colorado
$1.46M 44,133 +44,133 New
MA
24
Mutual Advisors
Nebraska
$1.39M 41,847 -3,548 -8%
AAS
25
Avantax Advisory Services
Texas
$1.21M 36,508 -6,342 -15%
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